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Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure
Announcing our series seed funding co-led by Nyca Partners and Motive Partners.
Dean Palmiter
Company News
November 18, 2025
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Guides
How Real Estate Firms Should Code their Chart of Accounts
A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.
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Josh Summerford, CPA
Guides
October 1, 2024
6 Min
Chart of accounts
Family Offices
General Ledger
Private Equity
Real estate
Downloads
Chart of Accounts Template for Real Estate
Download a free Real Estate Chart of Accounts template.
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Asseta HQ
Downloads
September 25, 2024
2 Min
Real estate
Multi-entity
General Ledger
Chart of accounts
Family Offices
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Articles
How to buy an ERP system
Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.
Josh Summerford, CPA
Articles
September 19, 2024
5 Min
General Ledger
Dimensions
Family Offices
Integrations
Inter-company Activity
Articles
How to Elevate your Financial Reporting with Asseta
And build a foundation of strong financial stewardship.
Josh Summerford, CPA
Articles
August 15, 2024
3 Min
Reporting
Chart of accounts
General Ledger
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Articles
The best accounting software for multi-currency
How small businesses can move beyond borders with Asseta.
Asseta HQ
Articles
July 1, 2024
5 Min
Multi-currency
QuickBooks
Articles
Family Office Accounting Dimensions: Slicing and dicing your data like a Fruit Ninja
How configuring your accounting data helps you make better decisions.
Josh Summerford, CPA
Articles
June 26, 2024
7 Min
Dimensions
General Ledger
Family Offices
Private Equity
Real estate
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